Firms

Research an investment firm

Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.

Sourced firms: 23,622
Reported as registered: 16,783
Pending / 120-Day: 235
Exempt reporting: 6,604
Latest sourced release: August 3, 2026 · retrieved August 18, 2026

803 sourced firms · query 101 ms

Reported as registered
MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908 · SEC 801-60480
CONCORD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOODY ALDRICH PARTNERS, LLC
CRD 106920 · SEC 801-32888
MARBLEHEAD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOODY, LYNN, LIEBERSON & WALKER, LLC
CRD 283549 · SEC 801-107685
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOORE FINANCIAL ADVISORS, LTD.
CRD 130421 · SEC 801-131897
BELMONT, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOORS & CABOT, INC
CRD 594 · SEC 801-48726
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MPM BIOIMPACT
CRD 148467 · SEC 801-106989
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MSA FINANCIAL
CRD 107768 · SEC 801-72425
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MVM PARTNERS, LLC
CRD 159225 · SEC 802-74926
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MWA ASSET MANAGEMENT
CRD 142912 · SEC 801-112638
DANVERS, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAPIER FINANCIAL
CRD 336725 · SEC 801-133755
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NATIXIS ADVISORS, LLC
CRD 106800 · SEC 801-48408
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NAVEMAR CAPITAL MANAGEMENT, LP
CRD 298914 · SEC 802-114382
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEEDHAM ADVISORY CORPORATION
CRD 105378 · SEC 801-132495
NORTH ANDOVER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEFPG
CRD 105254 · SEC 801-17130
BURLINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NEOTENY MANAGEMENT, LLC
CRD 298066 · SEC 802-115200
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEPC, LLC
CRD 110562 · SEC 801-37227
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD 133790 · SEC 801-63830
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573 · SEC 801-73080
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEW ENGLAND SCHOONER, INC.
CRD 129552 · SEC 801-133872
PEABODY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEW FRONTIER ADVISORS, LLC
CRD 147181 · SEC 801-72506
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026